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REGENCY WEALTH MANAGEMENT

500 North Franklin Turnpike
Suite 212
Ramsey, New Jersey 07446
Tel: 201-447-5850

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About REGENCY WEALTH MANAGEMENT

REGENCY WEALTH MANAGEMENT, formally registered with the SEC as REGENCY WEALTH MANAGEMENT. The firm was established in 01/21/2011. They have over 1 offices throughout the country.

REGENCY WEALTH MANAGEMENT is a Ramsey, New Jersey based Financial Planning firm with nearly $484,587,182 assets under management, offering retirement planning & investment advisory services to 1132 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131208
SEC#801-72134
Assets Managed by Firm$484,587,182
No. of Clients1132
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1132$484,587,182
Individuals (other than high net worth individuals)107$41,655,107
High net worth individuals163$405,716,624
Pension and profit sharing plansFewer than 5 clients$3,592,145
Charitable organizations11$28,304,626
Corporations or other businesses7$5,318,680

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